Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF, to m.in WESPAC Advisors SoCal, LLC, Beacon Financial Advisory LLC, Brookstone Capital Management, Safe Harbor Wealth Advisors, LLC, Ameritas Advisory Services, LLC, Global Retirement Partners, LLC, Truvestments Capital Llc, i Sound Income Strategies, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4 | 0 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 247 | 12 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 107 146 | 1,93 | 5 113 | 0,97 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 191 754 | 28,44 | 9 150 | 27,58 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 7 981 | 381 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 851 093 | 7,19 | 88 334 | 6,46 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 25 937 | 0,75 | 1 238 | 0,08 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 17 335 | 827 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 29 296 | 34,37 | 1 398 | 33,52 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 48 | 2,13 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 4 720 | 6,64 | 225 | 6,13 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 114 439 | 11,54 | 5 461 | 10,79 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 23 518 | 35,89 | 1 122 | 35,02 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 6 532 | 45,80 | 312 | 44,65 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 11 741 | 13,21 | 560 | 12,45 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 9 815 | 0,68 | 468 | 0,00 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1 066 490 | 18,54 | 50 893 | 17,74 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 17 649 | 842 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 187 | 9 | ||||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 37 785 | 12,73 | 1 803 | 11,99 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 28 329 | 93,78 | 1 352 | 92,45 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 20 984 | 13,59 | 1 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 75 507 | 18,53 | 3 603 | 17,75 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 78 732 | 3 757 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 72 996 | 10,76 | 3 483 | 10,01 | ||||
| 2026-05-15 | 13F | Brown Financial Advisors | 70 944 | 30,84 | 3 385 | 29,99 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 50 291 | 15,98 | 2 400 | 15,17 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 16 225 | 785 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 363 | 17 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 10 359 | 494 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 105 410 | 12,91 | 5 030 | 11,83 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 75 874 | 7,76 | 3 621 | 7,04 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 12 303 | 4,69 | 587 | 4,08 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 38 397 | 1 832 | ||||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 4 918 | 15,01 | 235 | 14,15 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 515 315 | 36,77 | 24 591 | 35,85 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 33 471 | 28,49 | 1 597 | 27,66 |
